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August 2018 Portfolio Review
By Musicwhiz  •  August 31, 2018
As was the style with my blog previously, I would always do a month-end review and summary of all portfolio positions. The display would only include my purchase price, market price and capital gain/(loss). Please note that the portfolio review is simply to catalogue all corporate announcements and associated news flow relating to my positions - it is NOT to be construed as an attempt to "brag" about portfolio size or to sound arrogant over specific security choices. If there is any indication of this occurring, then I apologize in advance. 1) Suntec REIT - There was no news from the REIT for the month. 2) Boustead Singapore Limited ("BSL")- BSL released its 1Q FY 2019 earnings on August 13, 2018. Revenue was up +18% yoy to $107m, while GP was up +26% from $33m to $41.4m. NPAT was up +315% to $12.2m, mainly due to a ......
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By Musicwhiz
Musicwhiz who is in his 30s is educated in accounting and works in the investment line (but not in a bank, financial institution, brokerage or fund house). He has a have a full-time job and investing is his side-line as well as passion. Musicwhiz is a value investor and his technique is derived from the teachings of Warren Buffett, Benjamin Graham and Phil Fisher. He incorporate all aspects of their investing style, and modify his value investing style to the Singapore market.
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